Salesforce CRM Admin Cookbook

coverpage

Salesforce CRM Admin Cookbook

Credits

About the Author

Acknowledgement

About the Reviewers

www.PacktPub.com

Support files eBooks discount offers and more

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Chapter 1. Working with Home Page Components and Custom Links

Introduction

Creating a Personal Setup link using the standard Custom Links on the sidebar

Using Custom Links to open Training in a new window from the sidebar

Creating a news-ticker message on the home page

Automatically collapsing Chatter feeds on the home page

Removing Chatter feeds on the home page

Adding a Send An Email button on the home page

Showing Opportunity Sales Stages descriptions on the home page

Chapter 2. Advanced User Interface

Introduction

Displaying Case Priority flags using a formula field and salesforce.com images

Building an Account Revenue indicator using a formula field and custom images

Creating a clutter-free Account tab using Visualforce

Showing a tabbed Account Detail page using Visualforce

Rendering an Account credit score graphically using JavaScript CSS and Visualforce

Presenting an Account credit score graphically using a Google image chart

Chapter 3. Exposing Hacks and Hidden Features

Introduction

Extending the year range to 2025 on calendar pop ups for all date fields in Salesforce

Populating a historic year range from 1920 on calendar pop ups for all date fields in Salesforce

Creating a custom Log A Call button from accounts with prepopulated fields

Presenting an integrated view of cases on the home page

Removing the "discover what's new in this release" button from the home page

Chapter 4. Automating Salesforce CRM

Introduction

Deriving year and month values from the opportunity close date using a formula

Calculating the week number for the opportunity close date using a formula

Creating an opportunity close date e-mail alert using workflow

Setting a default opportunity name using a field update workflow

Generating a default opportunity close date using a field update workflow

Chapter 5. Improving Data Quality in Salesforce CRM

Introduction

Stopping non-system administrators from changing account names with a validation rule

Enforcing the use of two-letter account country codes using a validation rule

Validating if US zip codes are well formed using a validation rule with REGEX

Validating if UK postcodes are well formed using a validation rule with REGEX

Creating a mandatory Reason Lost field for lost opportunities using a validation rule

Chapter 6. Implementing Approval Processes

Introduction

Creating an e-mail template for use with approval assignments

Setting up a user to be associated with an approval process

Building an opportunity approval process for deals greater than USD 100 000

Chapter 7. Productivity Tools for Superusers and Advanced Administration

Introduction

Converting a 15-digit Salesforce opportunity ID to 18 digits using a formula field

Generating help pages for custom objects using Visualforce and a PDF document

Building a mass delete opportunity button using a custom list button

Chapter 8. Configuring and Installing Salesforce for Outlook E-mail Integration

Introduction

Enabling the Email to Salesforce feature in Salesforce CRM

Obtaining system requirements information for Salesforce for Outlook

Setting up Salesforce for Outlook configurations within Salesforce CRM

Installing the Salesforce for Outlook software on a local machine

Configuring the Salesforce for Outlook software on a local machine

Chapter 9. Integrating Salesforce CRM with External Online Tools

Introduction

Providing a Google News search for an account using a custom link

Building a custom Web Tab to display an external web application

Displaying the location of an organization using a Google Map and a Visualforce page